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Sponsor portfolioWelfare / HealthEIN 59-0772528

GROW FINANCIAL FEDERAL CREDIT UNION

9927 DELANEY LAKE DR. · TAMPA, FL 336195071
8138322078
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
922
No prior year
Total participants
578
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.2M
GROW FINANCIAL FEDERAL CREDIT UNION FLEXIBLE BENEFIT PLAN
Mixed922 covered·9 carriers
Primary: AETNA LIFE INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$370K28.2%
Other$307K23.4%
Life$274K20.9%
Long-term disability$190K14.5%
Short-term disability$116K8.8%
Vision$56K4.3%

Carrier overview

8 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$579K50.3%14575
AETNA LIFE INSURANCE COMPANY
EIN 066033492
D
$370K32.2%11922
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
Oth
$89K7.7%11343
HUMANA INSURANCE COMPANY
EIN 391263473
V
$56K4.9%11418
TRANSAMERICA LIFE INSURANCE COMPANY
EIN 390989781
Oth
$41K3.6%1191
METROPOLITAN LIFE INSURANCE COMPANY
EIN 341631590
Oth
$14K1.2%1191
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620331200
LTD
$4180.0%132
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
EIN 250687550
$00.0%11575

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AON CONSULTING INCCHICAGO, ILAETNA LIFE INSURANCE CO., PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA, PRUDENTIAL INSURANCE COMPANY OF AMERICA, UNITED OF OMAHA LIFE INSURANCE COMPANY$62K$1K$64K73.2%1
CUSTOM BENEFIT PROGRAMS INCHAMMONTON, NJTRANSAMERICA LIFE INSURANCE COMPANY, PRUDENTIAL INSURANCE COMPANY OF AMERICA$23K$0$23K26.8%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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